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Boy Scouts of America, Orange County Council

 1211 E Dyer Road
 Santa Ana, CA 92705
[P] (714) 546 4990 x 141
[F] (714) 546 0415
http://www.ocbsa.org/
[email protected]
Sally Lawrence
FOUNDED: 1920
INCORPORATED: 1965
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-1727660 00000

Summary


Mission StatementMORE »

The Mission of the Boy Scouts of America (BSA) is to prepare young people to make ethical choices over their lifetime by instilling in them the values of the Scout Oath and Law. 

Founded in 1910 and chartered by Congress in 1920, the Orange County Council continues to be one of the largest youth organization in the county. Although many see the Boy Scouts as a program based on camping, hiking and fishing, truly we are an educational organization that uses these activities as a means to deliver our message of developing leadership, taking personal responsibility, ethical decision making and giving to others.

Mission Statement

The Mission of the Boy Scouts of America (BSA) is to prepare young people to make ethical choices over their lifetime by instilling in them the values of the Scout Oath and Law. 

Founded in 1910 and chartered by Congress in 1920, the Orange County Council continues to be one of the largest youth organization in the county. Although many see the Boy Scouts as a program based on camping, hiking and fishing, truly we are an educational organization that uses these activities as a means to deliver our message of developing leadership, taking personal responsibility, ethical decision making and giving to others.


FinancialsMORE »

Fiscal Year 2018
Projected Expenses $9,950,601.00
Projected Revenue $10,009,691.00

ProgramsMORE »

  • Cub Scouts, Boy Scouts, Sea Scouting, Varsity Scouting and Venturing
  • Learning for Life/Exploring Programs
  • Irvine Ranch Outdoor Education Center (IROEC)
  • Schoepe Scout Reservation at Lost Valley and Oso Lake
  • Newport Sea Base

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The Mission of the Boy Scouts of America (BSA) is to prepare young people to make ethical choices over their lifetime by instilling in them the values of the Scout Oath and Law. 

Founded in 1910 and chartered by Congress in 1920, the Orange County Council continues to be one of the largest youth organization in the county. Although many see the Boy Scouts as a program based on camping, hiking and fishing, truly we are an educational organization that uses these activities as a means to deliver our message of developing leadership, taking personal responsibility, ethical decision making and giving to others.


Background Statement

Programs provide experiences in youth development and leadership activities in a safe, structured and nurturing environment that integrates personal responsibility, self-esteem and appreciation of others. Our four outdoor facilities, Newport Sea Base, Oso Lake, Schoepe Scout Reservation at Lost Valley and Irvine Ranch Outdoor Education Center (IROEC), provide activities that focus on leadership development, life skills, character development and outdoor education and include a variety of activities such as tent camping, merit badge weekends, first aid, archery, and learning Scout skills. The OCBSA has worked to provide opportunities to all of Orange County's youth. Several programs are open to both boys and girls without membership to Scouting programs, such as Learning for Life and Exploring programs as well as activities and programs at the IROEC.

In 2016, we achieved the following throughout our programs and facilities:

 ·       Provided 19,739 youth with quality Scouting programs such as Tiger Cubs, Cub Scouts, Boy Scouts and Venturing in 284 Cub Scout Packs, 331 Boy Scout Troops and 130 Venture Crews

·       Provided 1,140 Explorers job training skills through 47 posts at community partner organizations and 349 adult  mentors

·       Delivered programs and camps more than 37,000 participants through outdoor facilities owned and operated by the Orange County Council (outdoor facilities include the Newport Sea Base, Oso Lake, Schoepe Scout Reservation at Lost Valley and The Irvine Ranch Outdoor Education Center).

·       Provided 1,709 Cub Scouts (boys ages 6-10) with Day Camp programs across Orange County

·       Supported 9,967 registered volunteers who contributed over a million volunteer hours to Scouting programs

·       Collected 41,000 pounds of food in Scouting for Food annual campaign

·       23,871 merit badges were earned by Scouts ages 11-17. The top 5 earned merit badges were: Swimming (860),                    First Aid (824), Citizenship in the Nation (775), Citizenship in the World (765), and Environmental Science (756).

·       Advancement of 12,204 Scouts in rank along the Scouting program continuum

·       Awarded 722 young men with the rank of Eagle Scout

 


Impact Statement

Working in partnership with more than 9,900 registered adult mentors/leaders the Orange County Council provides the programs of the Boy Scouts of America to more than 19,700 young people who reside in Orange County, annually. Scouting not only provides a positive program for today’s youth, it provides opportunities for them to give back to their community. In 2017 Scouts across Orange County provided more than 210,000 hours of community service. Additionally 722 young men earned Scouting’s highest honor for youth, the rank of Eagle Scout. One requirement for the rank is to develop, provide leadership for and complete a service project. These projects totaled more than 120,000 service hours, and the materials purchased (hard goods) for the projects pumped more than $250,000 back in to the local economy

The Orange County Council also operates four camping properties: The Irvine Ranch Outdoor Education Center, Newport Sea Base, Oso Lake Scout Camp, and Schoepe Scout Reservation at Lost Valley. These properties provide the opportunity for Scouts and other organizations to engage in outdoor programs. In 2017 more than 37,000 people, youth and adults, participated in programs provided and held on our properties.

 For 108 years, Scouting programs have helped young people develop academic skills, self-confidence, ethics, leadership skills and citizen skills that influence their lives through adulthood. National studies of Scouting programs indicate that Scouts with at least five years’ tenure are more likely than boys who have never been Scouts to assume leadership roles in clubs or school organizations, put the needs of others before their own, have higher self-confidence, be active in a variety of after school activities, and resist peer pressure to take part in delinquent or dishonest activities. We also know that the benefits of Scouting are lifelong; 83 percent of men who were Scouts agree that the values they learned in Scouting continue to be important to them today. (Reference: The Baylor University Study: Eagle Scouts: Merit Beyond the Badge.)


Needs Statement

The OCBSA serves nearly 20,000 young people through Scouting programs and an additional 25,000 across four outdoor properties. The needs include fundraising for capital improvements and maintenance, sponsorship opportunities for events, membership and volunteer recruitment, and overall promotion of programs and facilities. 
 
On October 9, 2017 the Canyon 2 fire forced the evacuation of the Irvine Ranch Outdoor Education Center (IROEC). Thankfully our emergency operations plan was successfully executed, and no youth, adults or staff were injured in the blaze. Adventure Hill, which houses the challenge course, was a complete loss. Current estimates point to needing more than $600,000 to rebuild this important part of the IROEC.
 
Sponsorship opportunities range from $1,000 to $25,000 for events such as Scout-O-Rama (naming sponsor at the $25,000 level), Scouting for Food (naming sponsor at $20,000 level), Eagle Dinner (naming sponsorship at the $20,000 level), membership recruitment ($15,000) and merit badge sponsorship ($1,000 to $10,000 for corporate sponsorship of merit badges per year).
 
We continuously seek volunteers, in-kind donations and pro-bono services to aid in the operation of the Scouting program in Orange County.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Donors may send in their donations by mailing a check, donating online (A Place to Give website: http://aplacetogive.scouting.org/magento/councils/orange-county.html), stock transfers (please call for DTC and account numbers) and credit card. In-kind donations (boats, cars, items for use at outdoor properties) and bequests and planned gifts are also accepted. The Orange County Council supported 9,953 volunteers in 2016. Volunteering is a key component of Scouting and other programs such as Learning for Life and Exploring delivered by the Orange County Council. 

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County

The Orange County Council, Boy Scouts of America serves all young people residing in any region of Orange County.

Organization Categories

  1. Youth Development - Boy Scouts Of America
  2. Youth Development - Scouting Organizations
  3. -

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Programs


Cub Scouts, Boy Scouts, Sea Scouting, Varsity Scouting and Venturing

Cub Scouting (boys ages 6 to 10): Focuses on building character, learning citizenship, and developing personal fitness.
 
Boy Scouting (boys ages 10-18): Designed to achieve the aims of Scouting through a vigorous outdoor program and peer group leadership with the counsel of an adult Scoutmaster. Boys set goals, experience the challenge of achieving goals and the triumph of success.

Sea Scouting (co-ed ages 14-20): One of many Venturing programs, designed to promote better citizenship and to improve boating skills and knowledge. Provides instruction and practice in water safety, boating skills, outdoor experiences and knowledge of maritime heritage for young men and women.

Venturing (co-ed ages 14 to 21): For young men and women. Specializes in a variety of vocation or hobby interests that are both service and activity-oriented and often include high adventure experiences. 

Budget  $8,500,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served K-12 (5-19 years) Families
Program Short-Term Success 
Scouting program helps youth build self-confidence and perseverance so he learns he can take on challenges and succeed. Eagle Scout, the highest rank in Boy Scouting, has been earned by young men for 100 years. A recent study conducted by Baylor University proves a simple equation: Eagle Scout = Greater Success in Life. Compared to men who were never in Scouting, Eagle Scouts:

· Exhibit a higher sense of responsibility to give back through volunteering and donating: 73 percent more likely to have voted in the last election and 66 percent more likely to volunteer their time to a religious organization

· Develop a greater connection and concern for their community: 87 percent more likely to belong to four or more civic or social groups or clubs and 76 percent more likely to have held a leadership position in their local community

Program Long-Term Success 

For more than 100 years, Scouting programs have helped youth develop academic skills, self-confidence, ethics, leadership skills and citizenship skills that influence their lives through adulthood. National studies of Scouting programs indicate that Scouts with at least five years’ tenure are more likely than boys who have never been Scouts to assume leadership roles in clubs or school organizations, put the needs of others before their own, have higher self-confidence, be active in a variety of after school activities, and resist peer pressure to take part in delinquent or dishonest activities. We also know that the benefits of Scouting are lifelong; 83 percent of men who were Scouts agree that the values they learned in Scouting continue to be important to them today.

 

Program Success Monitored By 

We track the number of participants who utilize our facilities and activities. The success of the programs is based on the number of youth who utilize camping programs and their reactions and feedback. For traditional Scouting programs, camping programs are part of a comprehensive program. National studies of Scouting programs indicate that Scouts with at least five years’ tenure are more likely than boys who have never been Scouts to assume leadership roles in clubs or school organizations, put the needs of others before their own, have higher self-confidence, be active in a variety of after school activities, and resist peer pressure to take part in delinquent or dishonest activities. Short and intermediate measures of success include the number of boys who earn merit badges and advance in ranks from Tiger Cub to the highest level of Eagle Scout over the years of involvement in Scouting programs.

Annually, about 40% of Boy Scout participants advanced in rank and 7% of Boy Scouts earned the Eagle Scout rank at the Orange County Council. In comparison, the national average of Boy Scouts earning Eagle Scout rank is 4-6%.


 

Examples of Program Success 
Examples of Program Indicators from 2017:

• Provided 18,599 youth with quality Scouting programs such as Tiger Cubs, Cub Scouts, Boy Scouts and Venturing in 284 Cub Scout Packs, 331 Boy Scout Troops and 130 Venture Crews

• Delivered programs and camps more than 25,000 youth through outdoor facilities owned and operated by the Orange County Council.

• Provided 1,709 youth with Day Camp programs across Orange County

• Supported 9.967 registered adult volunteers who contributed over a million volunteer hours to Scouting programs

• Collected more than 41,000 pounds of food in Scouting for Food annual campaign

• Scouts provided more than 210,000 hours of community service

• Awarded 722 young men with the rank of Eagle Scout

 

Learning for Life/Exploring Programs

Learning for Life’s mission statement is to enable young people to become responsible individuals by teaching positive character traits, career development, leadership, and life skills so they can make ethical choices and achieve their full potential.  Exploring, a program of Learning for Life, started in 1957 at the OCBSA and was adopted nationally. Explorer posts (club-like groups) specialize in one of a variety of career areas and plan activities that offer career exploration. Each post is organized around the organizing company or firm, the skills of the adults in the group, the interests of youth and the organizations' program resources. Business, industry, governmental agencies, professional societies and other community organizations are organized by Learning for Life to operate posts focused on career exploration. In 2017, 1,140 Explorers received job training skills through 47 posts at community partner organizations and by 349 adult mentors.

Budget  $100,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Adolescents Only (13-19 years)
Program Short-Term Success 

Exploring provides:

·             A pipeline of future employees beginning in high school

·             Leadership skills, self-confidence, and problem-solving skills

·             Better prepared employees because they have practical job experiences

Program Long-Term Success   There are numerous benefits to today’s youth, including gaining practical, real-world career experience and insight; a stimulated interest in continued education; and building leadership, self-confidence, and problem-solving skills. Young adults receive the following benefits by being involved in Exploring:
• Gain practical knowledge of and experience in a career
• Engage in a program of activities centered on career opportunities, life skills, service learning, character development, and leadership experience to encourage the development of the whole person
• Are given the opportunity to take on leadership roles
• Find ways of being useful to others
• Believe in a promising future with real opportunities
• Know how to use support systems
• Receive guidance in facing serious challenges
Program Success Monitored By 

The objective of the Exploring program is to provide quality career information and experience to an increasing number of middle and high school youth. Measures of success include increasing the number of future employees beginning in high school; increasing leadership skills, self confidence, and problem-solving skills; and creating better prepared employees because they have practical job experiences.

Examples of Program Success 

Exploring focuses on following three goals:

1. Increased self-esteem, self-awareness and learn the importance of working in a group to achieve a goal.

2. Increase positive leadership from adult and youth leaders. Adult leaders and employees at partner organizations will provide career advice, guidance and hands on learning opportunities in various career fields, including healthcare.

3. Increased interest and hands on experience in career opportunities and higher education.

In 2017, 1,140 youth participated as Explorers through 47 community partner organizations and received job training skills and mentorship from 349 professionals.


Irvine Ranch Outdoor Education Center (IROEC)

The IROEC, one of four facilities owned and operated by the Orange County Council, provides programming that meets California state standards for outdoor science curriculum and supports a range of subject areas, including science.The IROEC serves all youth of Orange County by providing quality outdoor educational programs that instill in them an appreciation of the outdoors and the environment, teach effective teamwork, instruct about the cultural history of Orange County and provide access to the area’s natural resources. In 2005, The Irvine Company donated 210 acres of undeveloped land to the Orange County Council for the development and management of a comprehensive outdoor education facility benefiting all Orange County schools and youth organizations. The programs add to the limited availability of cost effective and local outdoor science education programs that advance student capacity for lifelong learning and overall educational outcomes.
Budget  $2,000,000.00
Category  Education, General/Other Education, General/Other
Population Served K-12 (5-19 years) Children and Youth (0 - 19 years)
Program Short-Term Success 

Since opening the facility in Fall 2009, the IROEC has provided over 100,000 participants from hundreds of schools and youth organizations and thousands of families the opportunity to experience nature and participate in hands-on learning activities. In 2017, the IROEC served more than 25,000 participants, of which less than a third were Boy Scouts. The majority of program participants are students from local schools and youth organizations, such as YMCA, foster care agencies, special needs serving organizations and youth from underserved areas. We also provide free or low cost outdoor experiences to groups who would not otherwise participate in outdoor experiences.

Program Long-Term Success 

Many studies have shown that children learn and retain more when they have the opportunity for hands-on and interactive learning experiences, like those made available through outdoor education programs.

The following are two program areas that assist students in learning:

· Academic science camp program offered over a 5 day / 4 night residential camping experience that offers curriculum rich in Next Generation Science Standards (NGSS) in science, history, language arts, math, arts and music.

· Science and Social Science Immersion programs are provided to schools, youth organizations and groups to experience half day or full day activities. The program aims to increase youth participants’ knowledge and awareness about science, including earth, life and physical science, by participating in hands-on educational activities at three immersion camps. Lesson plans are aligned to NGSS.

Program Success Monitored By  We keep track of success of the programs based on the number of youth, groups, schools and nonprofit organizations who utilize our programs and their feedback. Surveys at the IROEC have recently been implemented to assess experiences, responses and satisfaction with lessons and activities. 
Examples of Program Success  Awards at IROEC

·      ASCE (American Society of Civil Engineers)

o   Orange County Branch

o   Project of the Year Award - February 18, 2010

·      Orange County Engineering Council

o   Engineering Project Achievement Award - February 20, 2010

·      ASCE Los Angeles Section (Southern California)

o   Outstanding Private Sector Civil Engineering Project - October 16, 2010

·      ASCE Region 9 (State of California)

o   2010 Outstanding Community Improvement Project in the State of California - March 9, 2011

·      ULI (Urban Land Institute)

o   Orange County / Inland Empire Branch Winner 2010 Award for Achievement in Community Development Projects - April 12, 2011

·      The IROEC is a fully accredited member of the American Camping Association

·      American Camping Association of Southern California/Hawaii’s Program Excellence Award - January 23rd, 2013


Schoepe Scout Reservation at Lost Valley and Oso Lake

Schoepe Scout Reservation at Lost Valley (SSRLV): located in San Diego County and is a 1,400 acre camp with rifle, archery, and shotgun ranges, cabins, swimming pools, a lake, horse stables and other outdoor activities.

During summer camp, the property has a capacity to hold 800 campers and during weekend camp, the capacity increases to 1,200 campers.

Oso Lake: facilitates a wide variety of hands-on, fun, and memorable outdoor activities and educational opportunities for youth and families that instill Scouting values and teach life skills by encouraging a lasting appreciation and respect for nature. Oso Lake is usually the first outdoor experience most kids have.

Budget  $8,500,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 

 In 2017, a total of 1,773 youth attended camp at the Schoepe Scout Reservation at Lost Valley where they earned 2,170 merit badges. More than 6,500 camper nights were experienced.

In 2017 a total of 4,561 youth attended programs at Oso Lake, where they expereinced more than 5,500 nights camping. 5,002 hours of volunteer service was provided by the "Camp Masters". More than 64,000 fish were added to the lake, providing current and future years fishing for our visitors. 
Program Long-Term Success  For traditional Scouting programs, camping programs are part of a comprehensive program. National studies of Scouting programs indicate that Scouts with at least five years’ tenure are more likely than boys who have never been Scouts to assume leadership roles in clubs or school organizations, put the needs of others before their own, have higher self-confidence, be active in a variety of after school activities, and resist peer pressure to take part in delinquent or dishonest activities. For more than 100 years, Scouting programs have helped youth develop academic skills, self-confidence, ethics, leadership skills and citizen skills that influence their lives through adulthood. We also know that the benefits of Scouting are lifelong; 83 percent of men who were Scouts agree that the values they learned in Scouting continue to be important to them today. 
Program Success Monitored By  We track the number of participants who utilize our facilities and activities. The success of the programs is based on the number of youth who participate in the camping programs and their reactions and feedback. Short and intermediate measures of success include the number of boys who earn merit badges and advance in ranks from Tiger Cub to the highest level of Eagle Scout over the years of involvement in Scouting programs.
Examples of Program Success 



Newport Sea Base

The mission of the Newport Sea Base (NSB) is to serve all youth of Orange County by providing fun, quality marine educational programs that encourage solid values, promote effective teamwork, develop leadership skills, teach nautical safety skills, and provide a venue for all to enjoy the wonders of the waterfront. The Newport Sea Base is available year round to youth. In operation since 1937, the NSB was renovated in 2004 to a modern teaching and aquatics center featuring six classrooms, a library, conference room, boat house, maintenance shops, and storage bays. In addition, the NSB floating docks accommodate well maintained fleets of sailboats, canoes, kayaks and motor boats.

Open to the general public, the NSB served more than 6,000 youth in 2016. Both girls and boys enrolled in a variety of boating classes, as well as Scout-oriented programs. Students learn oceanography, marine biology, environmental science, boating safety, dinghy and keelboat sailing, canoeing, kayaking, motor boating, and other aquatic-related subjects. All programs are offered to the general public and are intended to increase understanding and appreciation for the marine environment by directly involving participants in thought-provoking, dynamic, hands-on activities.
Budget  753,000
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success  By attending programs and activities at the Newport Sea Base, youth will increase their knowledge and awareness on marine programs and improve their knowledge about working in teams.
Program Long-Term Success  We anticipate that positive interaction with marine life, along with the opportunity to have continuous involvement with wetland and marine life conservation, will lead youth to a sense of how their daily activities impact the environment and, hopefully, help them become better advocates for marine habitats. Youth participants will increase their awareness of how their daily activities impact the environment, exposure to a positive interaction with marine life and, most importantly, the opportunity to have continuous involvement with wetland and marine life conservation.
Program Success Monitored By  Success is monitored by youth who adopt life skills in character and leadership development and increase their self-esteem and improve team building. Youth generally participate in on-going programs that involve working in teams and building their leadership qualities.
Examples of Program Success 

A few examples of program success:

2,712 youth participated in programs provided at the Newport Sea Base.

A total of 2,548 merit badges were earned by Boy Scouts attending programs at the Newport Sea Base. 
 
Three members of the Newport Sea Base Rowing program have committed to row at the collegiate level in 2018. 

  


Management


CEO/Executive Director Mr. Jeff Herrmann
CEO Term Start July 2010
CEO Email [email protected]
CEO Experience
Jeff Herrmann was named the President & Scout Executive of the OCBSA on July 1, 2010. He is an Eagle Scout, Vigil Honor member of the Order of the Arrow and recipient of the Order of the Arrow National Distinguished Service Award. As President & Scout Executive, his priorities for the OCBSA are: expanding and improving the quality of program delivery throughout the council; increasing the diversity of the council’s membership and leadership; making full use of the council’s camping property assets; and developing a sustainable funding plan for Scouting in the council.
 
Prior to his selection as President & Scout Executive, Herrmann worked briefly for the National Council of the BSA as a Regional Director and on the development of $300 million The Summit Bechtel Family National Scouting Reserve, which is the permanent home to the National Jamboree and new National High Adventure Base.
 
Herrmann comes to Orange County with more than 30 years of implementing and completing successful fundraising efforts, improving the quality of unit program delivery, enhancing public relations and marketing for Scouting, maximizing growth in both youth and adult memberships and directing the development of staff.
 
Prior to his work at the National Council, Herrmann served as Scout Executive for the Denver Area Council, Boy Scouts of America (2004-2009). In Denver, under his leadership the council increased annual operating revenue by over 28% and had more than 10,000 volunteer leaders and served more than 60,000 children annually.
Herrmann also served as Scout Executive for the South Florida Council in Miami Lakes (1997-2004) and Scout Executive of the Quapaw Area Council in Little Rock (1992-1997). He began his career with the Circle Ten Council in Dallas, TX, in 1981 serving there for 11 years.

Herrmann received a Bachelor of Arts degree in American Humanics from Salem College in Salem, WV. He and his wife, Gail, have four children.

Former CEOs and Terms

Name Start End
Les Baron 2004 Mar 2010
Kent Gibbs 1990 2004

Senior Staff

Name Title Experience/Biography
Peter Brown Director of Administration --
Devon Dougherty Director of Philanthropy --
Sally Lawrence Director of Development --
Daniel Tucker Director of Field Services --
Andrea Watson Director of Outdoor Adventures --

Awards

Award Awarding Organization Year
Top Work Places Orange County Register 2017

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 50
Number of Part Time Staff 175
Number of Volunteers 9,967
Number of Contract Staff 0
Staff Retention Rate % 98%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 7
Caucasian: 34
Hispanic/Latino: 7
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 22
Male: 27
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 1
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

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Governance


Board Chair Mr. Mark Engstrom
Board Chair Company Affiliation Deloitte & Touche
Board Chair Term Jan 2018 - Dec 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term Jan -

Board Members

Name Company Affiliations Status
Drew Adams -- Voting
Terry Adams -- Voting
Alan Airth -- Voting
Gary Allen -- Voting
Robert AndersonSchoepe -- Voting
Sasha B. Strauss Strauss -- Voting
William Baker -- Voting
Dr. Robert Batman -- Voting
Greg Beck, J.D., CPA -- Voting
Larry Behm -- Voting
Alan Boerner -- Voting
Mark Boud -- Voting
Steve Bradley -- Voting
David Braun -- Voting
Patrick Brenden -- Voting
Bill Bunker -- Voting
Ron Cassell -- Voting
Partick Doidge -- Voting
Ron Draper -- Voting
Barney Ellis-Perry -- Voting
Mark Engstrom -- Voting
Jackie Fernandez -- Voting
Robert Friedman -- Voting
Jackie Gomez-Whiteley -- Voting
Victoria Gray -- Voting
Cathy Green -- Voting
John Hagestad -- Voting
Dennis Hardin -- Voting
Deborah Harrington -- Voting
Michael Harrison -- Voting
Robin Hartnett -- Voting
Dave Hirz -- Voting
Peter Hitch -- Voting
Dr. John Hovanesian -- Voting
Robert J. Neal -- Voting
Pat Jackson -- Voting
David Janes, Sr -- Voting
Parker Kennedy -- Voting
Joe Koch -- Voting
Robin Koenemann -- Voting
Kathi Koll -- Voting
Ed Laird -- Voting
John Lerch -- Voting
Tom Ling -- Voting
Ralph Linzmeier -- Voting
Stuart Lowe -- Voting
Board Member -- Voting
John Middleton -- Voting
Dr. Al Mijares -- Voting
Nicholas-Viet Nguyen -- Voting
John Nielsen -- Voting
John Norment -- Voting
Bob Olson -- Voting
Dennis Percell -- Voting
Pat Posey -- Voting
Lan Quoc Nguyen ESQ. -- Voting
Nathan Rosenberg -- Voting
Nate Rosenberg, Jr. -- Voting
Frank Rubino -- Voting
David Schmid -- Voting
Stephen Skahen -- Voting
Jeff Snow -- Voting
Helen Stainer, Ed.D. -- Voting
Jessica Starbuck -- Voting
Michelle Steele -- Voting
Wayne Stelmar -- Voting
Robert Thiergartner -- Voting
Jeffrey Walbridge -- Voting
Daniel Whelan, PhD -- Voting
Jerry Whitmore -- Voting
Mark Wille -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
George Argyros Arnel & Affiliates --
Michael Harrison Trico Realty --
Jeffrie Herrmann Orange County Council, Boy Scouts of America --
Dr. John Hovanesian MD Harvard Eye Associates --
Dave Janes Janes Capital Partners --
Parker Kennedy First American Corporation --
Ken Khachigian Brownstein Hyatt Farber Schreck --
Tom Larkin TCW Group, Inc. --
Thomas McKernan AAA of Southern California --
Rob Neal Hager Pacific Properties --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 4
Caucasian: 58
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 8
Male: 63
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 20%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Audit
  • Board Development / Board Orientation
  • Capital Campaign
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Endowment
  • Executive
  • Finance
  • Investment
  • Marketing
  • Nominating
  • Operations
  • Program / Program Planning
  • Strategic Planning / Strategic Direction
  • Technology
  • Volunteer

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Revenue $10,009,691.00
Projected Expenses $9,950,601.00
Form 990s

2016 OCBSA Form 990

2015 OCBSA Form 990

2014 OCBSA Form 990

2013 Form 990

2012 Form 990

Audit Documents

2016 2016 OCBSA Audit

2015 2015 Audit

2014 OCBSA Audited Financial Statements

2013 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $9,161,185 $10,450,714 $9,996,503
Total Expenses $10,171,687 $10,218,129 $9,902,378

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$1,971,237 $3,527,831 $3,553,575
Government Contributions $30,221 $34,239 $91,566
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $30,221 $34,239 $91,566
Individual Contributions -- -- --
Indirect Public Support -- $64 $159
Earned Revenue $5,497,838 $4,169,485 $4,073,038
Investment Income, Net of Losses $455,988 $513,789 $563,088
Membership Dues -- $0 $0
Special Events $727,966 $638,207 $740,229
Revenue In-Kind -- $123,361 $98,440
Other $477,935 $1,202,163 $958,651

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $8,552,041 $8,521,087 $8,280,741
Administration Expense $1,047,882 $1,125,519 $999,940
Fundraising Expense $571,764 $571,523 $621,697
Payments to Affiliates -- $73,136 $109,654
Total Revenue/Total Expenses 0.90 1.02 1.01
Program Expense/Total Expenses 84% 83% 84%
Fundraising Expense/Contributed Revenue 21% 14% 14%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $60,069,422 $61,091,984 $65,718,543
Current Assets $8,059,797 $7,580,032 $11,028,662
Long-Term Liabilities $9,943,891 $10,311,352 $14,357,065
Current Liabilities $515,275 $440,906 $468,124
Total Net Assets $49,610,256 $50,339,726 $50,893,354

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 15.64 17.19 23.56

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 17% 17% 22%
Endowment Value $12,000,000.00
Spending Policy Income Only
Percentage(If selected) 3%
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose To rebuild the "Adventure Hill Area" of the Irvine Ranch Outdoor Education Center that was damaged during the Canyon 2 fire in October of 2017.
Campaign Goal $5,000,000.00
Capital Campaign Dates Jan 2018 - Dec 2020
Capital Campaign Raised-to-Date Amount $625,000.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the audited financials and Form 990s as well as consultation with the organization. For 2010, foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

 

Documents


Other Documents

2016 Annual Report (2016)

No Other Documents currently available.